Oak Barn Financial Planning

At Oak Barn Financial Planning, we are a niche financial planning practice based in Godalming, Surrey, providing high-quality financial planning services to individuals and families. Our team, led by Paul Cobley, has over 30 years of experience in the financial services industry, with a particular specialism in advising people going through separation and family breakdown.

Our Philosophy

Transparency and fairness are the ethos that drive everything we do at Oak Barn Financial Planning. We believe in demystifying complex financial issues and explaining them in a way that is easily understandable. We also understand the emotions involved in dealing with such issues and strive to provide empathetic and personalized service to our clients.

Our Services

We offer a range of financial planning services, including divorce financial planning, investment management, retirement planning, and ad hoc financial advice. Our divorce financial planning service is designed to help individuals going through separation and family breakdown, including the complex area of pensions and divorce. Our investment management service aims to deliver a successful investment experience, while controlling risk and minimizing excessive costs often associated with fund management. We also provide retirement planning and ad hoc financial advice to help our clients achieve their financial goals.

Our Approach

We take a holistic approach to financial planning, considering all aspects of our clients' financial situations and goals. We work closely with our clients to understand their needs and objectives, and provide personalized advice and guidance to help them achieve financial stability and security. Our fees are transparent and competitive, and we offer flexible payment options to suit our clients' needs.

What Our Clients Say

We take pride in our exceptional client service and attention to detail. Our clients have praised us for our professionalism, expertise, and empathy, and we strive to maintain the highest level of service and standards in everything we do.